See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $111,724-68.4% | $93,606-62.3% | $145,922-75.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 6.64% | 202.98%-196.3pp | 133.20%-126.6pp | 561.29%-554.6pp |
| Employer contribution / active EE | $5,412 | $3,090+75.1% | $2,420+123.6% | $4,660+16.1% |
| Participant deferral / active EE | $21,164 | $4,912+330.9% | $4,411+379.8% | $6,688+216.5% |
| Admin fee / account holder | $18,996 | $10,250+85.3% | $8,285+129.3% | $13,397+41.8% |